AI consensus leaned YES with MODERATE conviction (4 of 6 models). Outcome went the other way: NO won.
| Model | Said | Fair Value estimated fair price of YES | Confidence | Result |
|---|---|---|---|---|
| PIN Model | NO | 6c |
88%
|
|
| Compound Signal | NO | 27c |
46%
|
|
| Claude Analysis | NO | 5c |
88%
|
|
| DeepSeek Quant | NO | 8c |
92%
|
|
| Grok Contrarian | YES | 18c |
60%
|
|
| Gemini Flash | NO | 15c |
70%
|
|
| Kimi Macro | NO | 10c |
80%
|
Aggregate fair-value estimate: 13c YES. Outcome confirmed: market resolved at 0c YES / $1.00 NO.
Smart money positioned decisively NO at 38-46c, a structural fade of diplomatic optionality that has fully played out. The absence of any profitable YES holder and concentrated NO conviction signals continued downside; tracked wallets see no path to a meeting materializing by April 30.
| Wallet | Category | Side | Amount | P&L | |
|---|---|---|---|---|---|
| 0x5188..04 | MM | NO | $8.6K | +96% | |
| 0x24c8..e1 | MM | NO | $7.8K | +64% | |
| 0xc658..84 | MM | YES | $3.0K | -83% | |
| 0x7c3d..6b | MM | YES | $2.5K | -74% | |
| 0xbacd..35 | MM | YES | $1.3K | -91% |
Tracked alpha wallets held NO at the last snapshot. NO redeemed at $1.00 when the market closed. Combined realized P&L: +$16,038 on $23.2K capital deployed (avg +69.1%).
| Platform | Last YES Price | Volume | Final | |
|---|---|---|---|---|
| Polymarket | 10c | $5.5M | 0c | |
| AI Consensus | 13c | — | ✓ matched |